Our client looking for a candidate to join them who has specific experience of the Financial Services Industry. They are searching for a professional with a solid background as an administrator who has practical hands on systems experience. They are able to offer great prospects, training and professional development opportunities and a discretionary bonus scheme.

Job Purpose:

- To use a wide range of office software products to produce data and reports including Intelligent Office, Standard Life WRAP, Fidelity and PPOL.
- Managing filing systems, records, correspondence and preparing reports and data for the team.
- Running the businesses administration, systems and records management.
- Responding promptly to customer's general enquiries and ensuring their data, records valuations and files are kept up to date.
- Keeping up to date with industry regulations and developments.
- Assisting the IFA's in reviewing, analysing, and preparing financial plans and reports for clients.
- 4 Completing SageOne accounting entries, chasing outstanding fees and obtaining quotes.

Position Requirements:

- You must be fluent in Intelligent Office including commission reconciliation and matching.
- Have a solid working knowledge of Standard Life WRAP or Fidelity Funds Network.
- Have a can do approach, excellent interpersonal and communication skills. ?
- Have good numeracy and literacy skills.
- Be organised and thorough in your approach to work.
- Be an intermediate level user of Microsoft applications including word, excel and powerpoint.
- Have practical experience of Paraplanning online and SageOne.
- Be flexible and able to manage time and work under pressure.